Personal Banker I: Relationship Builder & Financial Solutions

umb; Asbury (IA); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Medical, dental, vision coverage

Health savings

Job summary

UMB is seeking Personal Bankers who excel at building relationships and recommending products to help customers achieve financial well-being. You will receive extensive training on UMB's products and sales process, and work closely with leaders to grow your career in Consumer banking.

The role focuses on converting transactions into cross-sell opportunities, managing accounts, and delivering an exceptional customer experience while meeting branch goals.

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsibilities

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses, and developing referral networks.
• Achieve daily performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation per standards.
• Other duties as assigned.

Skills

Customer service

Sales skills

Communication

Attention to detail

Education

High School Diploma or equivalent

Job description

UMB is seeking Personal Bankers who excel at building relationships and recommending products to help customers achieve financial well-being. You will receive extensive training on UMB's products and sales process, and work closely with leaders to grow your career in Consumer banking.

The role focuses on converting transactions into cross-sell opportunities, managing accounts, and delivering an exceptional customer experience while meeting branch goals.